Filed August 19, 2024
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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $488,881 | $76,669+537.7% | $96,520+406.5% | $71,495+583.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 27.63% | 48.29%-20.7pp | 35.72%-8.1pp | 28.85%-1.2pp |
| Employer contribution / active EE | $22,560 | $3,031+644.3% | $3,739+503.4% | $2,589+771.2% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $82 | $2,028-95.9% | $6,733-98.8% | $1,588-94.8% |